How much do SBI Balanced Advantage Fund and SBI Multi Asset Allocation Fund overlap?

They share 34 common holdings, a weighted portfolio overlap of about 24.43% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.

What does 24.43% overlap mean?

Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Fund overlap

SBI Balanced Advantage Fund vs SBI Multi Asset Allocation Fund

SBI MF · HybridSBI MF · Hybrid· as on May 2026

Weighted portfolio overlap

24.43%

Moderate overlap

Common

Only SBI Balanced

Only SBI Multi

34 of 123 unique stocks in common · Jaccard: 27.6%

Common holdings

Stock	in SBI Balanced	in SBI Multi
GAIL (India)Gas	2.44%	2.10%
ICICI BankBanks	3.39%	1.59%
Indus TowersTelecom - Services	1.53%	1.98%
BioconPharmaceuticals & Biotechnology	1.37%	1.86%
CESCPower	1.66%	1.35%
Brookfield India Real Estate TrustRealty	1.25%	2.64%
Reliance IndustriesPetroleum Products	4.98%	1.24%
Punjab National BankBanks	1.74%	1.22%
Bandhan BankBanks	1.20%	2.33%
HDFC BankBanks	4.04%	1.08%
Kotak Mahindra BankBanks	1.01%	1.41%
Mahindra & Mahindra Financial ServicesFinance	0.97%	1.53%
Indian Oil CorporationPetroleum Products	0.97%	0.77%
Oil & Natural Gas CorporationOil	0.77%	1.67%
DelhiveryTransport Services	0.67%	1.00%
ITCDiversified FMCG	1.40%	0.60%
Dabur IndiaPersonal Products	0.64%	0.58%
Bank of BarodaBanks	1.43%	0.57%
Axis BankBanks	1.91%	0.56%
HCL TechnologiesIT - Software	1.26%	0.50%
State Bank of IndiaBanks	0.74%	0.50%
Bajaj FinservFinance	0.48%	1.06%
Tech MahindraIT - Software	2.00%	0.38%
WiproIT - Software	0.35%	0.34%
Vishal Mega MartRetailing	0.49%	0.33%
ICICI Prudential Life Insurance CompanyInsurance	0.70%	0.28%
UPLFertilizers & Agrochemicals	0.25%	1.15%
Life Insurance Corporation of IndiaInsurance	0.49%	0.22%
Tata SteelFerrous Metals	2.07%	0.22%
Bharti AirtelTelecom - Services	1.42%	0.16%
United SpiritsBeverages	0.71%	0.12%
InfosysIT - Software	0.11%	0.22%
Syngene InternationalHealthcare Services	0.08%	1.69%
Cohance LifesciencesPharmaceuticals & Biotechnology	0.03%	1.23%

FAQ

How much do SBI Balanced Advantage Fund and SBI Multi Asset Allocation Fund overlap?: They share 34 common holdings, a weighted portfolio overlap of about 24.43% (moderate overlap — a meaningful shared core), as on May 2026. Information only, not investment advice.
What does 24.43% overlap mean?: Weighted overlap sums the smaller of the two weights for each shared stock, so it approximates how much of the two portfolios coincide. Higher overlap means holding both funds adds less diversification.

Related comparisons

Weighted overlap = Σ min(weight in fund A, weight in fund B) across shared stocks, from each fund's latest public monthly portfolio (as on May 2026). Equity holdings only, ISIN-verified. Not investment advice.